Financial Planner / Entrepreneur

IWCP Johannesburg (Pty) Ltd

Rustenburg, North West
Permanent
Full-time

14 days ago

Responsibilities:· Contact clients to discuss their financial goals and offer them financial services.· Design debt liquidation plans which consist of the time frame and priority of payoff· Interact with clients to determine their financial objectives, earnings, and expenditure to design appropriate financial plan.· Proffer recommendations on cash management, investment choice, and insurance coverage.· Carry out assessments to determine the net worth and financial status of an individual or company.· Conduct market research to obtain information useful in providing effective financial services.· Handle client complaints and assist with the resolution of financial issues.· Conduct review of clients financial performance to determine the need for plan adjustment.· Provide sales offers for financial products such as stocks, bonds, mutual funds, and insurance policies.· Contact clients creditors to arrange a payment plan suitable for both parties.· Liaise with other client advisors such as attorneys, accountants, and investment bankers to fully understand clients financial objectives.· Recommend or help clients select suitable investments.· Conduct negotiations with product suppliers to reach favorable price bargain.· Evaluate funds required to provide students grants for education.Organize seminars on financial planning topics such as retirement planning and investmentMinimum Requirements:

Grade 12 minimum, tertiary qualification will be advantageous.
Clear credit record, with no criminal record
A laptop and reliable car

Further to meeting all the minimum requirements, the following criteria would be essential:

Entrepreneurial mind-set (must be able to work independently)
Exceptional Interpersonal skills
An establishment of client network
Tenacity
Effective planning, organizing and time management skills.

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